LaDonna D. - President
A firm believer in that her business will remain successful by assuring Q
ependability, and P
LaDonna founded this business in January, 2007. She has 30+ years of experience in the administration of 401(k) Defined Contribution Plans, and has worked for several top institutions such as Charles Schwab, Wachovia, Federated, Dreyfus, and Price Waterhouse. She has a broad experience with web-based applications and is inventive and resourceful in developing and implementing solutions with an awareness of cost, efficiency, deadlines, and value to the customer. She was an articulate and effective trainer at Charles Schwab Trust Company on the SchwabRT ASP Recordkeeping Software.
Having excellent interpersonal and organizational management skills, as well as the proven ability to take initiative and adapt to changing priorities. She is also dedicated to team goals, management objectives, and quality performance standards.
U.S. Department of State, Secret Clearance;
Currently working toward the Qualified 401(k) Administrator (QKA) designation through the American Society of Pension Professionals & Actuaries (ASPPA), DC-1 and DC-2 remaining;
Charles Schwab, Excellence in Service Award;
Wachovia, Promotion to Trust Officer;
Coal to Diamonds Award for the implementation of payroll services;
Senior Defined Contribution Plan Administrator;
North Carolina Broker, REALTOR®
South Carolina Broker, REALTOR®